See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,690 | $105,998-74.8% | $92,233-71.1% | $147,584-81.9% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 9.50% | 50.05%-40.6pp | 176.28%-166.8pp | 578.55%-569.1pp |
| Employer contribution / active EE | $10,178 | $4,333+134.9% | $3,679+176.6% | $4,876+108.7% |
| Participant deferral / active EE | $3,383 | $4,478-24.5% | $3,897-13.2% | $5,439-37.8% |
| Admin fee / account holder | $1,341 | $6,332-78.8% | $5,194-74.2% | $10,885-87.7% |